TI
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Tidal Investments’s Franklin Covey FC Stock Holding History

Tidal Investments’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$242K Buy
15,352
+120
+0.8% +$1.98K ﹤0.01% 2114
2025
Q4 		$256K Sell
15,232
-484
-3% -$8.11K ﹤0.01% 1912
2025
Q3 		$305K Sell
15,716
-778
-5% -$15.4K ﹤0.01% 1809
2025
Q2 		$376K Buy
16,494
+1,885
+13% +$41.7K ﹤0.01% 1571
2025
Q1 		$404K Sell
14,609
-875
-6% -$29K ﹤0.01% 1424
2024
Q4 		$582K Sell
15,484
-774
-5% -$29.7K ﹤0.01% 1303
2024
Q3 		$669K Hold
16,258
– – 0.01% 1242
2024
Q2 		$618K Buy
+16,258
New +$611K 0.01% 1179

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RHJA
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VCM
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return